Retirement plan

DONOVAN & LAWLER APLC PROFIT SHARING RETIREMENT PLAN & TRUST

Name: DONOVAN & LAWLER APLC - DONOVAN & LAWLER APLC PROFIT SHARING RETIREMENT PLAN & TRUST (2015) Form 5500
Creator: DONOVAN & LAWLER APLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONOVAN & LAWLER APLC PROFIT SHARING RETIREMENT PLAN & TRUST, DONOVAN & LAWLER APLC

DONOVAN & LAWLER APLCEIN 72-0888090Plan #002PY 2015

4640 RYE ST - METAIRIE, LA 700065336504-454-6808LinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

No prior year

Total participants

No prior year

Average account balance

$227,086

No prior year

Annual return

0.25%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$471K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3847

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$199K

$22108 / participant

Other / not subdivided$199K100.0%

% of EOY assets

4.381%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$227,086

$127,387+78.3%

$115,038+97.4%

$125,389+81.1%

Participation rate

77.8%

84.2%-6.4pp

81.4%-3.6pp

83.2%-5.4pp

Annual return

0.25%

31.28%-31.0pp

26.14%-25.9pp

282.24%-282.0pp

Employer contribution / active EE

$8,667

$5,166+67.8%

$4,608+88.1%

$4,866+78.1%

Participant deferral / active EE

$3,956

$6,423-38.4%

$6,026-34.4%

$5,352-26.1%

Admin fee / account holder

$9,948

$9,516+4.5%

$8,175+21.7%

$9,541+4.3%

DONOVAN & LAWLER APLC PROFIT SHARING RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONOVAN & LAWLER APLC PROFIT SHARING RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion